Services

The service plans outlined below are a good place to start, but may not fit your unique needs perfectly. Contact me for a Free Consultation and I'll be able to customize a proposal specifically for you!

Support & Training

JUST GETTING STARTED?

If you feel that you can take care of your books yourself, but you'd like a little training and support to get set up, or check in once in awhile to make sure things are moving along smoothly and without mistakes, I can definitely give you that support.

 

ONE-TIME TRAINING & SUPPORT

  • Review of existing systems & reports
  • One-on-One Training on maintaining your bookkeeping (90 min)
  • Follow up email communication on troubleshooting for one month
  • Starting at $199

ONGOING TRAINING & SUPPORT

  • Regular Reviews of your work & reports
  • Regular Support Calls
  • Additional One-on-One Training
  • Can be Monthly or Quarterly
  • Pricing will depend on frequency and volume

Contact me for a free consultation.

Just the Basics

READY TO OUTSOURCE?

Basic Starter Plan

  • Quarterly Tasks
    • Import and classification of all transactions
    • Reconciliation of bank accounts
    • Preparation of 3 major financial statements
    • Unlimited email support
    • Video/phone meeting up to 1 hour
  • Starting at $149/month*

 

Basics Plus Plan

  • Monthly Tasks
    • Import and classification of all transactions
    • Reconciliation of bank accounts
    • Preparation of 3 major financial statements
    • Unlimited email support
    • Video/phone meeting up to 1 hour
  • Starting at $299/month*

* Exact pricing will mostly depend on volume of transactions, frequency of one-on-one calls, and frequency of reporting that will work best for you.

 
 
 
 

Premium Service

READY TO GET PROACTIVE?

Premium Plan

  • Monthly Tasks:
    • Import and classification of transactions
    • Reconciliation of bank accounts
    • Preparation of 3 major financial statements
    • Video/phone meeting up to 1.5 hours
    • Unlimited email support
  • Online Software Subscription Fees:
    • Accounting: Xero or QuickBooks Online
    • Bank Statements and Receipt Storage: Hubdoc
  • Custom reporting
  • Quarterly Financial Review & Budgeting
    • Review past reports and discuss action-items and budgeting for the future
  • Starting at $499/month*

 

OPTIONAL ADD ON SERVICES:

These can be added to any plan.

  • Account set up in software system
  • Clean-up of, or Catch-up on, previous months or years of transactions
  • Accounts Payable
  • Accounts Receivable
  • Budgeting
  • Higher Volume Transaction Recording
  • Additional Phone Time

 

Contact me for a free consultation.